Elevations Credit Union Capital Accumulation Plan — Form 5500 plan (Elevations Credit Union)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Elevations Credit Union Capital Accumulation Plan is a benefit plan reported by Elevations Credit Union under EIN 84-0459116 and plan number 033. The latest loaded filing year is 2023. The filing reports 822 participants and $66,161,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elevations Credit Union
- EIN
- 84-0459116
- Plan number
- 033
- Plan type
- 2
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 822
- End-of-year plan assets
- $66,161,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 822 | H, C | 20240723092626NAL0017892144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,161,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,161,826
- Net assets (BOY)
- $54,146,425
Income & contributions
- Employer contributions
- $1,928,428
- Participant contributions
- $4,767,110
- Total contributions
- $7,637,897
- Total income / additions
- $18,822,282
Expenses & distributions
- Benefits paid
- $6,736,946
- Administrative expenses
- $69,935
- Total expenses
- $6,806,881
- Net increase / (decrease)
- $12,015,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $56,821 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,114 | not reported in the loaded dataset | 2023 |